Stratos Wealth Partners’s Invesco Solar ETF TAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,403
| Closed | -$262K | – | 1351 |
|
2021
Q4 | $262K | Sell |
3,403
-2,561
| -43% | -$197K | 0.01% | 1054 |
|
2021
Q3 | $477K | Sell |
5,964
-9,988
| -63% | -$799K | 0.01% | 766 |
|
2021
Q2 | $1.43M | Sell |
15,952
-865
| -5% | -$77.3K | 0.04% | 438 |
|
2021
Q1 | $1.54M | Buy |
16,817
+8,433
| +101% | +$774K | 0.04% | 378 |
|
2020
Q4 | $862K | Buy |
+8,384
| New | +$862K | 0.03% | 494 |
|